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Apex Financial

Summary

A complete security operating model — from architecture and tooling through 24/7 detection and response — supporting Apex through Series B and beyond.

The challenge

Following Series A, Apex needed to demonstrate enterprise-grade security to land regulated banking partnerships. The internal team was small, the threat surface was growing fast, and certification was a board-level commitment.

Our approach

We took ownership of the security programme: architecture review, control implementation, MDR onboarding, and ISO 27001 evidence gathering. A fractional CISO was embedded with the leadership team during the certification window.

Outcomes

ISO 27001 was achieved on first attempt within nine months. No material security incidents have occurred over the 18-month engagement. The programme directly supported two new banking partnerships.

Technology

CrowdStrike Okta AWS Security Hub Vanta

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